Report on tenancy renewals/extensions & alterations

1. Access report & criteria options available

From main menu:

• Click Reports then Power Reports and select report type of Tenancy Renewals & Alterations

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• The report criteria is displayed

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The criteria options allow the report results to be filtered, as follows:

• Commission Split %: filters by the Our Split percentage value set

• Created By: filters by the user who created the renewal/extension or alteration

• Created On: filters by the date the renewal/extension or alteration was created

• End Date: filters by the end date set on the renewal/extension
  Not applicable for an alteration

• Fees Payable % / Fixed: filters by Fees payable set (as a percentage or fixed fee)

• Lettings Fees % / Fixed: filters by the Letting fee set - as a percentage or fixed fee

• Lettings Fees Freq: filters by Letting Fee Collection type

• Management Fees % / Fixed: filters by Management Fee set - as a percentage or fixed fee

• Management Fees Freq: filters by Management Fee Frequency type

• Rent Frequency: filters by Payable frequency type set (below Rent field)

• Rent Value: filters by Rent amount set

• Reset Instalment Start: filters by renewal/extension or alteration with Reset instalment start date ticked/not ticked

• Start Date: filters by the start date set on the renewal/extension or alteration

• Type: filters by type, options are alteration, renewal/extension or recurring charge

Renewal/extension or alteration screen

From tenancy renewals/extensions and alterations screen:

• Highlighted fields are those which can be reported on using the criteria above
  Except for the end date, all fields apply for both a renewal/extension or alteration

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Example report

This report will return details of all renewals, where a tenancy is current, that were created by Kian Kettlewell since 01/01/2024, where a fixed letting fee between £25 and £75 is being charged

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2. Report results grid

After running the report, the report results grid is displayed:

• Double-click any entry in the list to view the renewal/extension & alteration screen (and tenancy)

Grid functions can be used to sort or filter the list:

• To sort the list, click the column heading

• Click to the right of the column heading to view filter icon where the column can be searched, filtered or grouped (dependent on column content)

• Columns can be removed from the grid - right-click over the column headings and select Pick columns - columns can also be moved by clicking and dragging them to a new position

• After making changes to the grid layout, right-click over the column headings again and click Save grid layout
  If you have already saved the report criteria - to save to the default report grid for this type, select Save as default layout or, to save the grid just for this saved report, select Save grid to report

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3. Add new/saved reports to the Organiser

New or saved renewals/extensions and alterations reports can be added to the Organiser

From required panel (e.g. Overview):

• Access Panel Setup (click cog on panel header)

• In Pick categories to display, click + New Category

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• Click Data Source menu and select:

  • Create new to create a new report for the Organiser panel

  • Choose existing to select an already saved report (within the Reports screen)

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• Follow instructions outlined here - from step 3: Add, edit & remove categories on Organiser panels

• The report is added to the Organiser panel

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